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Forthright Family Wealth Advisory’s Goldman Sachs BDC GSBD Stock Holding History

Forthright Family Wealth Advisory’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$121K – 58
2024
Q4 		$121K Hold
10,000
– – 0.08% 59
2024
Q3 		$130K Hold
10,000
– – 0.08% 61
2024
Q2 		$150K Buy
+10,000
New +$153K 0.1% 67

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Forthright Family Wealth Advisory's GSBD Position: Q1 2025 in Review

Forthright Family Wealth Advisory sold out of Goldman Sachs BDC (GSBD) in Q1 2025, closing a stake of 10,000 shares — an estimated $121K sold.

Forthright Family Wealth Advisory first reported a position in GSBD in Q2 2024 and held it in 3 quarters. The position peaked at $150K in Q2 2024. 227 funds tracked by Wall St. Rank hold GSBD as of Q1 2025.

  • Forthright Family Wealth Advisory reported no remaining Goldman Sachs BDC position as of Q1 2025 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 10,000 Goldman Sachs BDC shares in Q1 2025, an estimated $121K.
  • Forthright Family Wealth Advisory first reported a position in Goldman Sachs BDC in Q2 2024 and held it in 3 quarters.
  • Forthright Family Wealth Advisory's Goldman Sachs BDC position peaked at $150K in Q2 2024.
  • 227 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2025.

Based on Forthright Family Wealth Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.